Missing Client info data in organizers
ProLine Tax OnlineWhy don't the organizers have any data entry for name, address, dependents, etc.
1
10249
cCNsEGvrer4yUOacwZ5xHE
02/11/12 4:36pm PST
Viewed by asker 02/19/12 7:05am PST
Viewed by asker 02/19/12 7:05am PST
3 Replies
02/13/12 6:21am PST
At this time Intuit Tax Online does not offer an organizer which is pre-populated with client information. We do realize that this can be important for many of our clients and it is something that we hope to have available at some point in the future. We do make organizers available, both the Extended Organizer and the Condensed organzier. You can find them here.
http://accountant.intuit.com/support/prolinetaxonline/pdf/2011%201040%20Extended%20Organizer.pdf
accountant.intuit.com/support/prolinetaxonline/pdf/2011%201040%20Condensed%20Organizer.pdf
Michael Maahs
Product Specialist
Accounting Professionals Divison
Product Specialist
Accounting Professionals Divison
02/16/12 6:03am PST
It doesn't need to be pre-populated. When we send an organizer to a client, especially a new client, we need to have them give us this information. That page should definitely be included!
02/16/12 6:35pm PST
Latest post
Michael, Janaka means stuff like full name, address, ssn, date of birth. Reference the Client Information Sheet in the Lacerte Organizer
